PALO ALTO UNIVERSITY INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: PALO ALTO UNIVERSITY INC (EIN 94-2340692)
Tax period: 2016-08-01 to 2017-07-31
Filed: 2018-06-15
IRS object ID: 201811669349301101
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-06-15T10:40:56-05:00	ReturnTs
Tax Period End	2017-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941254756	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOOD & STRONG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	275 BATTERY ST STE 900	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	942340692	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PALO ALTO UNIVERSITY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PALO	BusinessNameControlTxt
Phone	8008186136	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1791 ARASTRADERO ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUNE KLEIN	PersonNm
Person Title	VP BUSINESS AFFAIRS & CFO	PersonTitleTxt
Phone	8008186136	PhoneNum
Signature	2018-06-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MAGA E KISRIEV	PreparerPersonNm
PTIN	P01008919	PTIN
Phone	4157810793	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.201.129.210	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-06-14	IPDt
IP Tm	17:28:16	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	21B36D69BA2594878549B740C4BB0D7F52AE627F	AtSubmissionCreationDeviceId
At Submission Filing Device Id	29D558E106CCA166F3A77B357A9AE2D2F6035DBB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MAUREEN O'CONNOR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1791 ARASTRADERO ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$31,804,213	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PALOALTOU.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1975	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE UNDERGRADUATE AND GRADUATE LEVEL EDUCATION IN THE FIELD OF PSYCHOLOGY.	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	520	TotalEmployeeCnt
Total Volunteers	32	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,305,184	PYContributionsGrantsAmt
CY Contributions Grants	$1,006,612	CYContributionsGrantsAmt
PY Program Service Revenue	$30,624,145	PYProgramServiceRevenueAmt
CY Program Service Revenue	$30,226,460	CYProgramServiceRevenueAmt
PY Investment Income	-$13,924	PYInvestmentIncomeAmt
CY Investment Income	$58,095	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$126,623	CYOtherRevenueAmt
PY Total Revenue	$31,915,405	PYTotalRevenueAmt
CY Total Revenue	$31,417,790	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,170,811	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,000,718	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$18,804,178	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$18,395,271	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$240,543	CYTotalFundraisingExpenseAmt
PY Other Expenses	$11,320,919	PYOtherExpensesAmt
CY Other Expenses	$9,633,927	CYOtherExpensesAmt
PY Total Expenses	$31,295,908	PYTotalExpensesAmt
CY Total Expenses	$29,029,916	CYTotalExpensesAmt
PY Revenues Less Expenses	$619,497	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,387,874	CYRevenuesLessExpensesAmt
Total Assets BOY	$26,001,214	TotalAssetsBOYAmt
Total Assets EOY	$28,236,667	TotalAssetsEOYAmt
Total Liabilities BOY	$11,784,106	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,744,293	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,217,108	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,492,374	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ENGAGING MINDS AND IMPROVING LIVES LOCALLY AND GLOBALL THROUGH INNOVATIVE EDUCATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$5,377,865	ExpenseAmt
Grant	$423,637	GrantAmt
Revenue	$15,202,863	RevenueAmt
Desc	PH.D. CLINICAL PSYCHOLOGY:THE UNIVERSITY HAS OFFERED A FIVE-YEAR ONSITE DOCTORAL PROGRAM IN CLINICAL PSYCHOLOGY, LEADING TO A DOCTOR OF PSYCHOLOGY (PH.D.) SINCE 1975. THE PH.D. PROGRAM WAS ACCREDITED BY THE AMERICAN PSYCHOLOGICAL ASSOCIATION (APA) IN 1988 AND WAS RE-ACCREDITED IN 2016 BY APA FOR SEVEN YEARS.DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 77 STUDENTS, GRADUATED 67 STUDENTS, AND EXPERIENCED 14 WITHDRAWALS OF THE 469 STUDENTS IN THE PROGRAM (3% ATTRITION). ADDITIONAL OUTCOMES DATA IS REPORTED ANNUALLY TO WASC, THE DEPARTMENT OF EDUCATION, THE AMERICAN PSYCHOLOGICAL ASSOCIATION, AND OTHER INSTITUTIONS. THE UNIVERSITY MAINTAINS A DETAILED PUBLIC ACCOUNTING OF ATTRITION, TIME TO COMPLETION, INTERNSHIP MATCH RATES AND MORE AT WWW.PALOALTOU.EDU/GRADUATE-PROGRAMS/PHD-PROGRAMS/PHD-CLINICAL-PSYCHOLOGY/STUDENT-ADMISSIONS-OUTCOMES-AND-OTHER-DATA.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,771,244	ExpenseAmt
Grant	$314,117	GrantAmt
Revenue	$6,279,056	RevenueAmt
Desc	PSY.D. CLINICAL PSYCHOLOGY:THE UNIVERSITY OFFERS A FIVE-YEAR ONSITE DOCTORAL PROGRAM IN CLINICAL PSYCHOLOGY, LEADING TO A DOCTOR OF PSYCHOLOGY DEGREE (PSY.D). THIS PROGRAM IS IMPLEMENTED IN COLLABORATION WITH THE STANFORD SCHOOL OF MEDICINE DEPARTMENT OF PSYCHIATRY AND BEHAVIORAL SCIENCES, AND WAS APPROVED BY WASC IN 2002. THE PROGRAM, THE PGSP-STANFORD PSY.D. CONSORTIUM, WAS FIRST ACCREDITED BY APA IN 2006, RE-ACCREDITED IN 2013 BY APA FOR SEVEN YEARS, AND CURRENTLY PREPARING FOR ITS NEXT APA SELF-STUDY.DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 32 STUDENTS, GRADUATED 29 STUDENTS, AND EXPERIENCED ZERO WITHDRAWAL OF THE 173 STUDENTS IN THE PROGRAM (0% ATTRITION). ADDITIONAL OUTCOMES DATA IS REPORTED ANNUALLY TO WASC, THE DEPARTMENT OF EDUCATION, THE AMERICAN PSYCHOLOGICAL ASSOCIATION, AND OTHER INSTITUTIONS. THE UNIVERSITY MAINTAINS A DETAILED PUBLIC ACCOUNTING OF ATTRITION, TIME TO COMPLETION, INTERNSHIP MATCH RATES AND MORE AT WWW.PALOALTOU.EDU/GRADUATE-PROGRAMS/PGSP-PSYD-STANFORD-CONSORTIUM/STUDENT-ADMISSIONS-OUTCOMES-AND-OTHER-DATA	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,860,482	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$232,426	RevenueAmt
Desc	THE GRONOWSKI CENTER:THE GRONOWSKI CENTER IS A PSYCHOLOGY TRAINING CLINIC DEDICATED TO PROVIDING COMPASSIONATE COUNSELING, PSYCHOTHERAPY AND ASSESSMENT SERVICES TO ADULTS, OLDER ADULTS, COUPLES, ADOLESCENTS, CHILDREN AND FAMILIES IN SANTA CLARA COUNTY AND SAN MATEO COUNTY.THE CLINIC OFFERS SERVICES ON A SLIDING SCALE BASIS AS A PART OF ITS COMMUNITY MISSION. SERVICES ARE PROVIDED BY DOCTORAL LEVEL PSYCHOLOGY STUDENTS UNDER THE SUPERVISION OF LICENSED PSYCHOLOGISTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$11,146,492	ExpenseAmt
Grant	$262,964	GrantAmt
Revenue	$8,512,115	RevenueAmt
Desc	PAU MASTER'S PROGRAMS: M.A. IN COUNSELING: THIS PROGRAM OFFERS AN MASTER OF ARTS IN COUNSELING IN ONE OF TWO AREAS OF EMPHASIS: "MARRIAGE, FAMILY AND CHILD", OR "CLINICAL MENTAL HEALTH". BOTH EMPHASIS AREAS ARE CACREP ACCREDITED SINCE JANUARY 2017, AND PREPARE STUDENTS TO PURSUE LICENSURE IN COUNSELING. THE PROGRAM HAS BEEN WASC ACCREDITED SINCE 2009 FOR DISTANCE LEARNING, AND SINCE 2011 FOR THE RESIDENTIAL VERSION. DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 109 STUDENTS, GRADUATED 104 STUDENTS, EXPERIENCED 27 WITHDRAWALS OF THE 370 STUDENTS IN THE PROGRAM (7% ATTRITION).M.S. IN PSYCHOLOGY: THE M.S. IN PSYCHOLOGY IS PRIMARILY A PREPARATORY PROGRAM FOR STUDENTS SEEKING ENTRANCE TO THE PH.D. PROGRAM. PAU WAS GRANTED WASC ACCREDITATION FOR A DISTANCE EDUCATION M.S. IN PSYCHOLOGY DEGREE PROGRAM IN 2000. DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 25 STUDENTS, GRADUATED 15 STUDENTS, EXPERIENCED 5 WITHDRAWALS OF THE 46 STUDENTS IN THE PROGRAM (11% ATTRITION).PAU UNDERGRADUATE PROGRAMS:PAU OFFERS TWO SEPARATE DEGREE COMPLETION PROGRAMS AT THE UNDERGRADUATE LEVEL. ENTERING STUDENTS ARE REQUIRED TO HAVE COMPLETED FRESHMAN AND SOPHOMORE GENERAL EDUCATION REQUIREMENTS AT ANOTHER ACCREDITED INSTITUTION. THE UNIVERSITY MAINTAINS COOPERATIVE AGREEMENTS WITH LOCAL COMMUNITY COLLEGES TO OFFER CLASSES FOR THIS PROGRAM ON THEIR CAMPUSES (DE ANZA COLLEGE IN CUPERTINO, FOOTHILL COLLEGE IN LOS ALTOS HILLS, AND COLLEGE OF SAN MATEO IN SAN MATEO), WHICH FACILITATES THE TRANSFER PROCESS AND DEGREE COMPLETION OPTIONS FOR COMMUNITY COLLEGE STUDENTS.B.S. IN PSYCHOLOGY AND SOCIAL ACTION:PAU WAS GRANTED WASC APPROVAL FOR A BACHELOR OF SCIENCE IN PSYCHOLOGY AND SOCIAL ACTION ONSITE DEGREE PROGRAM IN 2006, FOLLOWED BY APPROVAL TO OFFER A DISTANCE EDUCATION VERSION STARTING IN 2011. DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 44 STUDENTS, GRADUATED 40 STUDENTS, EXPERIENCED 11 WITHDRAWALS OF THE 110 STUDENTS IN THE PROGRAM (10% ATTRITION).B.S. IN BUSINESS PSYCHOLOGY:PAU WAS GRANTED WASC APPROVAL FOR A BACHELOR OF SCIENCE IN BUSINESS PSYCHOLOGY ONSITE DEGREE PROGRAM IN 2009, FOLLOWED BY APPROVAL TO OFFER A DISTANCE EDUCATION VERSION STARTING IN 2011. DURING THE 16-17 ACADEMIC YEAR, THIS PROGRAM WELCOMED A NEW COHORT OF 23 STUDENTS, GRADUATED 9 STUDENTS, EXPERIENCED 6 WITHDRAWALS OF THE 59 STUDENTS IN THE PROGRAM (10% ATTRITION).	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$11,146,492	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$262,964	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$8,512,115	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$23,156,083	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	57	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	520	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUNE KLEIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008186136	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1791 ARASTRADERO ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
NICOLAS COCHRAN
TRUSTEE	3.00	Yes (X)	$0	$0	$0
MARTIN DODD
TRUSTEE	3.00	Yes (X)	$0	$0	$0
DERRICK FELTON
TRUSTEE (THRU 3/31/17)	3.00	Yes (X)	$0	$0	$0
RITA DESALES FRENCH
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JEFF GEE
TRUSTEE	3.00	Yes (X)	$0	$0	$0
BERTON KEITH
TRUSTEE	3.00	Yes (X)	$0	$0	$0
MICHAEL KERNER
TRUSTEE	3.00	Yes (X)	$0	$0	$0
IRIS KOROL
TRUSTEE	3.00	Yes (X)	$0	$0	$0
DANIEL KOSTENBAUDER
TRUSTEE	3.00	Yes (X)	$0	$0	$0
MATT LEVINE
TRUSTEE	3.00	Yes (X)	$0	$0	$0
DANIELE LEVY
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JOSE LLANES
TRUSTEE (THRU 12/31/16)	3.00	Yes (X)	$0	$0	$0
MARILYN MANNING LONERGAN
TRUSTEE	3.00	Yes (X)	$0	$0	$0
RICHARD LONERGAN
TRUSTEE	3.00	Yes (X)	$0	$0	$0
THOMAS MACCALLA
TRUSTEE	3.00	Yes (X)	$0	$0	$0
DEREK MINNO
TRUSTEE	3.00	Yes (X)	$0	$0	$0
NAZ MOTAYAR
TRUSTEE	3.00	Yes (X)	$0	$0	$0
FRED NERVO
TRUSTEE	3.00	Yes (X)	$0	$0	$0
ISRAEL NIV
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JENNIFER ORTHWEIN
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JAMES OTIENO
TRUSTEE	3.00	Yes (X)	$0	$0	$0
RABBI STEPHEN PEARCE
TRUSTEE	3.00	Yes (X)	$0	$0	$0
KATHRYN PRYOR
TRUSTEE	3.00	Yes (X)	$0	$0	$0
GORDON RAUSSER
TRUSTEE	3.00	Yes (X)	$0	$0	$0
LAURA ROBERTS
TRUSTEE	3.00	Yes (X)	$0	$0	$0
FRED SEDDIQUI
TRUSTEE	3.00	Yes (X)	$0	$0	$0
GARY SHAPIRO
TRUSTEE	3.00	Yes (X)	$0	$0	$0
ELLEN SHUCK
TRUSTEE	3.00	Yes (X)	$0	$0	$0
WILLIAM SWING
TRUSTEE (THRU 3/31/17)	3.00	Yes (X)	$0	$0	$0
RALPH WOLFF
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JORGE WONG
TRUSTEE	3.00	Yes (X)	$0	$0	$0
TOM YEH
TRUSTEE	3.00	Yes (X)	$0	$0	$0
MAUREEN O'CONNOR
PRESIDENT	40.00		$374,974	$0	$11,193	Yes (X)
WILLIAM FROMING
PROVOST	40.00		$389,939	$0	$32,084	Yes (X)
JUNE KLEIN
VP BUSINESS AFFAIRS/ CFO	40.00		$241,608	$0	$21,262	Yes (X)
ELIZABETH HILT
VP STUDENT SERVICES	40.00		$151,749	$0	$8,335	Yes (X)
LULI EMMONS
VP OFFICE OF PROF ADVISING & DEVEL	40.00		$197,098	$0	$10,352	Yes (X)
JAMES BRECKENRIDGE
DEAN	40.00		$244,005	$0	$12,937		Yes (X)
RICARDO MUNOZ
PROFESSOR	40.00		$264,598	$0	$13,740		Yes (X)
ROWENA GOMEZ
PROFESSOR	40.00		$234,499	$0	$11,782		Yes (X)
KIMBERLY BALSAM
ASSOCIATE PROFESSOR	40.00		$240,138	$0	$18,788		Yes (X)
LEONARD BECKUM
PROFESSOR	41.00		$220,001	$0	$23,324		Yes (X)
ALLEN CALVIN
FORMER PRESIDENT (THRU 7/31/16)	40.00		$1,103,222	$0	$15,101			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,661,831	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$178,898	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	54	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
STANFORD UNIVERSITY
401 QUARRY ROAD RM 3208	STANFORD	CA	94035	CONSORTIUM	$2,989,805
DE ANZA COLLEGE
21250 STEVENS CREEK BLVD	CUPERTINO	CA	95014	CONSORTIUM	$372,918
STATEWIDE CALIFORNIA ELECTRONIC LIBRARY
PO BOX 29007	GLENDALE	CA	91209	E-LIBRARY CONSORTIUM	$152,995
HOOD & STRONG LLP
275 BATTERY STREET SUITE 900	SAN FRANCISCO	CA	94111	AUDITING & ACCOUNTING SERVICES	$130,400
A & A COMPUTERS INC
1600 WYATT DRIVE SUITE 3	SAN JOSE	CA	95054	IT SOLUTIONS CO.	$107,916

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$643,702	GovernmentGrantsAmt
All Other Contributions	$362,910	AllOtherContributionsAmt
Noncash Contributions	$20,782	NoncashContributionsAmt
Total Contributions	$1,006,612	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	611600	$25,961,529	$25,961,529
COURSE FEES	611600	$3,896,778	$3,896,778
CLINIC INCOME	611710	$333,318	$333,318
OTHER PROGRAM INCOME	611710	$22,145	$22,145
APPLICATION AND REGISTRATION FEES	611710	$12,690	$12,690

Field	Value	IRS element (for citing)
Total Program Service Revenue	$30,226,460	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,360	TotalRevenueColumnAmt
Exclusion	$33,360	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$126,623	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$126,623	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$126,623	TotalRevenueColumnAmt
Exclusion	$126,623	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$411,020	SecuritiesAmt
Other	$138	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$386,285	SecuritiesAmt
Other	$138	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$24,735	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,735	TotalRevenueColumnAmt
Exclusion	$24,735	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,417,790	TotalRevenueColumnAmt
Related Or Exempt Func Income	$30,226,460	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$184,718	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,000,718	TotalAmt
Program Services	$1,000,718	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,312,569	TotalAmt
Program Services	$644,987	ProgramServicesAmt
Management And General	$667,582	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$14,797,936	TotalAmt
Program Services	$12,533,456	ProgramServicesAmt
Management And General	$2,124,916	ManagementAndGeneralAmt
Fundraising	$139,564	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$642,470	TotalAmt
Program Services	$511,635	ProgramServicesAmt
Management And General	$123,924	ManagementAndGeneralAmt
Fundraising	$6,911	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$567,183	TotalAmt
Program Services	$403,470	ProgramServicesAmt
Management And General	$149,217	ManagementAndGeneralAmt
Fundraising	$14,496	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,075,113	TotalAmt
Program Services	$895,551	ProgramServicesAmt
Management And General	$168,320	ManagementAndGeneralAmt
Fundraising	$11,242	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$852,011	TotalAmt
Program Services	$478,653	ProgramServicesAmt
Management And General	$371,047	ManagementAndGeneralAmt
Fundraising	$2,311	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$117,039	TotalAmt
Program Services	$10,227	ProgramServicesAmt
Management And General	$106,812	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$139,600	TotalAmt
Management And General	$139,600	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$210,812	TotalAmt
Program Services	$91,425	ProgramServicesAmt
Management And General	$119,387	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$308,514	TotalAmt
Program Services	$251,722	ProgramServicesAmt
Management And General	$55,500	ManagementAndGeneralAmt
Fundraising	$1,292	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$79,007	TotalAmt
Program Services	$57,096	ProgramServicesAmt
Management And General	$21,724	ManagementAndGeneralAmt
Fundraising	$187	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$191,826	TotalAmt
Program Services	$146,706	ProgramServicesAmt
Management And General	$39,395	ManagementAndGeneralAmt
Fundraising	$5,725	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,041,281	TotalAmt
Program Services	$797,775	ProgramServicesAmt
Management And General	$225,671	ManagementAndGeneralAmt
Fundraising	$17,835	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$296,361	TotalAmt
Program Services	$186,093	ProgramServicesAmt
Management And General	$109,999	ManagementAndGeneralAmt
Fundraising	$269	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$124,796	TotalAmt
Program Services	$88,533	ProgramServicesAmt
Management And General	$35,314	ManagementAndGeneralAmt
Fundraising	$949	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$676,385	TotalAmt
Program Services	$546,781	ProgramServicesAmt
Management And General	$113,182	ManagementAndGeneralAmt
Fundraising	$16,422	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$171,714	TotalAmt
Management And General	$171,714	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CONSORTIUM PAYMENTS	$3,249,240	$3,249,240
MEALS AND ENTERTAINMENT	$315,744	$179,531	$133,608	$2,605
BAD DEBT EXPENSE	$174,117		$174,117
ACK. & COMMUNITY RELATI	$98,976	$52,204	$46,671	$101

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,586,504	TotalAmt
Program Services	$1,030,280	ProgramServicesAmt
Management And General	$535,590	ManagementAndGeneralAmt
Fundraising	$20,634	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,029,916	TotalAmt
Program Services	$23,156,083	ProgramServicesAmt
Management And General	$5,633,290	ManagementAndGeneralAmt
Fundraising	$240,543	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,282,986	BOYAmt
EOY	$6,609,825	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,469,468	BOYAmt
EOY	$464,910	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,672,236	BOYAmt
EOY	$1,415,850	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,458,578	BOYAmt
EOY	$8,917,489	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$327,670	BOYAmt
EOY	$491,393	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,421,718	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,640,795	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,209,014	BOYAmt
EOY	$7,780,923	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$969,722	BOYAmt
EOY	$1,835,795	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$360,849	BOYAmt
EOY	$620,046	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$250,691	BOYAmt
EOY	$100,436	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$26,001,214	BOYAmt
EOY	$28,236,667	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,359,102	BOYAmt
EOY	$2,160,964	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$8,577,503	BOYAmt
EOY	$9,540,829	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$847,501	BOYAmt
EOY	$42,500	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,784,106	BOYAmt
EOY	$11,744,293	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,472,115	BOYAmt
EOY	$14,885,488	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,061,911	BOYAmt
EOY	$921,604	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$683,082	BOYAmt
EOY	$685,282	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,217,108	BOYAmt
EOY	$16,492,374	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$26,001,214	BOYAmt
EOY	$28,236,667	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,387,874	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$61,079	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$173,687	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,428,671	BeginningYearBalanceAmt
Contributions	$1,102,303	ContributionsAmt
Investment Earnings Or Losses	$109,479	InvestmentEarningsOrLossesAmt
Other Expenditures	$22,023	OtherExpendituresAmt
End Year Balance	$2,618,430	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,402,614	BeginningYearBalanceAmt
Contributions	$287	ContributionsAmt
Investment Earnings Or Losses	$25,770	InvestmentEarningsOrLossesAmt
End Year Balance	$1,428,671	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,321,495	BeginningYearBalanceAmt
Contributions	$59,421	ContributionsAmt
Investment Earnings Or Losses	$29,650	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,952	OtherExpendituresAmt
End Year Balance	$1,402,614	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,161,012	BeginningYearBalanceAmt
Contributions	$149,817	ContributionsAmt
Investment Earnings Or Losses	$10,666	InvestmentEarningsOrLossesAmt
End Year Balance	$1,321,495	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,110,798	BeginningYearBalanceAmt
Contributions	$22,554	ContributionsAmt
Investment Earnings Or Losses	$27,660	InvestmentEarningsOrLossesAmt
End Year Balance	$1,161,012	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.73830	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26170	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,950,000	OtherCostOrOtherBasisAmt
Book Value	$2,950,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,696,133	OtherCostOrOtherBasisAmt
Depreciation	$903,879	DepreciationAmt
Book Value	$3,792,254	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,534	OtherCostOrOtherBasisAmt
Depreciation	$15,156	DepreciationAmt
Book Value	$1,378	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,540,284	OtherCostOrOtherBasisAmt
Depreciation	$2,750,605	DepreciationAmt
Book Value	$789,679	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,218,767	OtherCostOrOtherBasisAmt
Depreciation	$971,155	DepreciationAmt
Book Value	$247,612	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,780,923	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
PAYABLE TO LENDERS FOR EXCESS FUNDS TO STUDENTS	$10,000
DEFERRED COMPENSATION	$32,500

Field	Value	IRS element (for citing)
Total Liability	$42,500	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$30,478,151	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$61,079	NetUnrealizedGainsInvstAmt
Other Revenue	-$1,000,718	OtherRevenueAmt
Revenue Not Reported	-$939,639	RevenueNotReportedAmt
Revenue Subtotal	$31,417,790	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$31,417,790	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$28,202,885	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$28,202,885	ExpensesSubtotalAmt
Other Expenses Not Included	$827,031	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$827,031	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$29,029,916	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE UNIVERSITY'S ENDOWMENTS CONSIST OF EIGHT INDIVIDUAL FUNDS, ALL ESTABLISHED TO GENERATE SUPPORT FOR THE UNIVERSITY'S GENERAL OPERATIONS, TUITION ASSISTANCE AND PROGRAMS. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS.
PART X, LINE 2:	THE UNIVERSITY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JULY 31, 2017 AND 2016, MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS -1,000,718.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 1,000,718. LOSS ON UNCOLLECTIBLE PLEDGES -173,687.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	0	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THIS INFORMATION IS INCLUDED IN THE STUDENT HANDBOOK, ON PAU WEBSITE AND IN ALL RECRUITMENT MATERIALS FOR PROSPECTIVE STUDENTS.
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES FEDERAL AID UNDER TITLE IV OF THE STUDENT FINANCIAL ASSISTANCE PROGRAM. THE PROGRAMS THAT THE UNIVERSITY PARTICIPATES IN ARE THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (WHICH INCLUDES FEDERAL STAFFORD SUBSIDIZED, UNSUBSIDIZED AND EXTENDED UNSUBSIDIZED LOANS) AND THE FEDERAL WORK STUDY PROGRAM.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS, GRANTS AND FINANCIAL AIDS	GrantTypeTxt
Recipient	847	RecipientCnt
Cash Grant	$1,000,718	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION PROVIDES FINANCIAL AID ONLY TO QUALIFIED STUDENTS ENROLLED AT THE UNIVERSITY. THE ADMISSIONS DEPARTMENT IS RESPONSIBLE FOR MANAGING THE FELLOWSHIP AND SCHOLARSHIP ALLOCATION FOR NEW STUDENTS. THE FACULTY AND THE ADMISSIONS DEPARTMENT WORK TOGETHER TO AWARD FELLOWSHIPS OR SCHOLARSHIPS TO NEW STUDENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MAUREEN O'CONNOR
PRESIDENT	$200,000	$0	$0	$0	$174,974	$0	$5,000	$0	$6,193	$0	$386,167	$0	$0	$0
WILLIAM FROMING
PROVOST	$389,939	$0	$0	$0	$0	$0	$19,497	$0	$12,587	$0	$422,023	$0	$0	$0
JUNE KLEIN
VP BUSINESS AFFAIRS/ CFO	$241,608	$0	$0	$0	$0	$0	$12,080	$0	$9,182	$0	$262,870	$0	$0	$0
ELIZABETH HILT
VP STUDENT SERVICES	$151,149	$0	$0	$0	$600	$0	$7,558	$0	$777	$0	$160,084	$0	$0	$0
LULI EMMONS
VP OFFICE OF PROF ADVISING & DEVEL	$166,498	$0	$25,000	$0	$5,600	$0	$9,575	$0	$777	$0	$207,450	$0	$0	$0
JAMES BRECKENRIDGE
DEAN	$243,405	$0	$0	$0	$600	$0	$12,170	$0	$767	$0	$256,942	$0	$0	$0
RICARDO MUNOZ
PROFESSOR	$228,513	$0	$6,000	$0	$30,085	$0	$12,973	$0	$767	$0	$278,338	$0	$0	$0
ROWENA GOMEZ
PROFESSOR	$113,023	$0	$21,500	$0	$99,976	$0	$11,695	$0	$87	$0	$246,281	$0	$0	$0
KIMBERLY BALSAM
ASSOCIATE PROFESSOR	$142,906	$0	$11,000	$0	$86,232	$0	$11,593	$0	$7,195	$0	$258,926	$0	$0	$0
LEONARD BECKUM
PROFESSOR	$214,879	$0	$0	$0	$5,122	$0	$10,744	$0	$12,580	$0	$243,325	$0	$0	$0
ALLEN CALVIN
FORMER PRESIDENT (THRU 7/31/16)	$269,612	$0	$0	$0	$833,610	$0	$14,604	$0	$497	$0	$1,118,323	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	RICHARD LONERGAN, TRUSTEE, AND MARILYN LONERGAN, TRUSTEE, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE COMPLETED FORM 990 WAS REVIEWED BY THE CONTROLLER. AFTER THE CONTROLLER REVIEWED, THE CFO REVIEWED. ANY CHANGES WERE GIVEN TO THE ACCOUNTING FIRM. THE REVISED FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE ORGANIZATION'S GOVERNING BODY DETERMINES WHETHER A CONFLICT EXISTS. OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES AND THE ORGANIZATION'S GOVERNING BODY MONITOR FOR CONFLICT. IF THERE IS A CONFLICT, RESTRICTIONS ARE IMPOSED ON A CASE BY CASE BASIS WITH DIRECTION FROM THE LEGAL COUNSEL.
FORM 990, PART VI, SECTION B, LINE 15	PAU CONDUCTED ANNUAL CEO AND CFO COMPENSATION REVIEW BASED ON MARKET COMPENSATION REVIEW DATA. THIS RESULTS IN THE PREPARATION OF A COMPENSATION REPORT AND UPDATE TO THE COMPENSATION PLAN.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE ON PALO ALTO UNIVERSITY WEBSITE AND AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
FORM 990, PART XI, LINE 9:	LOSS ON UNCOLLECTIBLE PLEDGES -173,687.